See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,177 | $90,348-14.6% | $75,972+1.6% | $145,922-47.1% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 26.64% | 620.88%-594.2pp | 359.55%-332.9pp | 561.29%-534.6pp |
| Employer contribution / active EE | $492 | $3,311-85.1% | $2,685-81.7% | $4,660-89.4% |
| Participant deferral / active EE | $1,443 | $5,162-72.0% | $4,255-66.1% | $6,688-78.4% |
| Admin fee / account holder | $1,308 | $8,467-84.5% | $6,467-79.8% | $13,397-90.2% |